SOA Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.73K | Hold |
140
| – | – | ﹤0.01% | 610 |
|
|
2025
Q1 | $8.25K | Hold |
140
| – | – | ﹤0.01% | 577 |
|
|
2024
Q4 | $6.93K | Hold |
140
| – | – | ﹤0.01% | 589 |
|
|
2024
Q3 | $6.96K | Hold |
140
| – | – | ﹤0.01% | 573 |
|
|
2024
Q2 | $6.15K | Sell |
140
-29
| -17% | -$1.27K | ﹤0.01% | 586 |
|
|
2024
Q1 | $7.1K | Hold |
169
| – | – | ﹤0.01% | 580 |
|
|
2023
Q4 | $6.6K | Hold |
169
| – | – | ﹤0.01% | 573 |
|
|
2023
Q3 | $5.91K | Hold |
169
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $6.15K | Hold |
169
| – | – | ﹤0.01% | 590 |
|
|
2023
Q1 | $6.32K | Hold |
169
| – | – | ﹤0.01% | 588 |
|
|
2022
Q4 | $5.85K | Hold |
169
| – | – | ﹤0.01% | 600 |
|
|
2022
Q3 | $5K | Hold |
169
| – | – | ﹤0.01% | 605 |
|
|
2022
Q2 | $5K | Hold |
169
| – | – | ﹤0.01% | 589 |
|
|
2022
Q1 | $6K | Buy |
169
+29
| +21% | +$1.03K | ﹤0.01% | 662 |
|
|
2021
Q4 | $4K | Hold |
140
| – | – | ﹤0.01% | 691 |
|
|
2021
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 708 |
|
|
2021
Q2 | $4K | Hold |
140
| – | – | ﹤0.01% | 690 |
|
|
2021
Q1 | $4K | Hold |
140
| – | – | ﹤0.01% | 650 |
|
|
2020
Q4 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 631 |
|